With more than 26 years of experience in financial planning and investment management, Lee Haverstock has the accumulated knowledge and perspective to help you with your financial goals. He understands the dynamics of wealth, how to balance the complex forces at work and how to adapt intelligently as conditions change.

As your life and needs as an investor evolve, so will your vision for the future and risk tolerance. Lee will be with you every step of the way offering sound advice and customized financial solutions designed specifically for you.

Lee endeavors to create long-term, meaningful relationships with a select group of clients and provide them with personalized financial planning advice using some of the industry’s most comprehensive resources. His investment process takes into account your investing experience, your expectations for returns, your tolerance for risk, and the performance of your portfolio.

Based on what he learns about you and your goals and an analysis of the current financial markets, Lee designs a customized investment portfolio based on recommendations made solely with your best interest in mind. He then takes the time to explain his recommendations and, once you are comfortable with your new plan, Lee puts it into action and manages its performance for opportunities to adapt to life changes and new goals.

Lee began his career in financial services in 1994 and previously spent 25 years with Morgan Stanley. Today, Lee provides financial and estate planning through the use of equities, fixed income securities, index funds, ETF’s managed money, and 529 education savings plans.

As a Chartered Retirement Plans Specialist, Lee also advises corporate clients on SEPs, SIMPLE Plans, 401(k)’s, profit sharing, and other retirement services. As a full-service firm, Alex. Brown, a division of Raymond James, offers banking, lending, insurance and trust services and a full suite of investment and planning solutions.

A native of Louisville, Kentucky, Lee resides today in Saint Simons Island, Georgia, with his wife Kimbrough; daughter, Julia; and son, Dee. He is a member of the Buckhead Lions Club, Shepherd Center Auxiliary and Peachtree Presbyterian Church, and serves on committees of the Peach Corps and RPM 9-11 race. Away from the office, Lee enjoys golf, boating, fly fishing, clay shooting, coaching kids’ sports teams, and spending time with family.

Raymond James is not affiliated with any organizations mentioned.